Version History
This page does not display all patch releases, just feature releases and additions to the system
Version 1.1059.0
- 2026-04-16
- 2-way sync with HealthSherpa Medicare
Version 1.1057.0
- 2026-04-03
- Activities page is now the Tasks page with all new features
Version 1.1056.0
- 2026-04-02
- Branch new Client Portal interface with 5 new themes and client portal tracking
Version 1.1049.1
- 2026-02-04
Version 1.1046.0
- 2026-01-22
- Added self serve API Token generation for use with third-party vendors
Version 1.1045.0
- 2026-01-16
Version 1.1044.0
- 2026-01-14
Version 1.1043.0
- 2025-12-09
- New AI Suggestion feature that reads VoIP call-summaries and compiles action items for users
Version 1.1042.0
- 2025-12-05
- Ability for agencies to whitelist staff and agent IPs to restrict site access
Version 1.1041.8
- 2025-12-02
- Added new field for LIS instead of being grouped in with Medicaid levels
Version 1.1037.0
- 2025-09-23
- Added Quick Reports to the Reporting page to store saved and starter reports
Version 1.1035.0
- 2025-09-15
- Agencies now have the ability to share a client portal version with downline agents
Version 1.1034.0
- 2025-08-27
- Added the ability for users to select pre-made automation templates. This creates the automation shell and relevant message templates
Version 1.1033.0
- 2025-08-20
- Ringless VM as automation action option
Version 1.1032.0
- 2025-08-19
- Added ability for intermediate agencies to inherit contract details from absolute upline
- Added a formatter helper for exporting mailing lists
- New Integration: Medicare Agents Hub
Version 1.1031.2
- 2025-08-18
Version 1.1028.0
- 2025-07-23
- Plan Compare Edge for Agents Beta release
- Added enrollment method as a new policy field, included this value on Pending page and made a reportable field.
Version 1.1026.0
- 2025-07-17
- OpenPhone as new VoIP integration vendor
Version 1.1024.0
- 2025-06-26
- lastUpdateTime as filter on reporting page
- Custom links can now be organized into categories
- Ability to disable default activity categories from showing up in activity category list